Stocks · Sector
Cloud and software stocks
Infrastructure, data platforms and subscription software.
26 companies tracked. Quotes are delayed at least 15 minutes.
How to compare cloud and software stocks
Cloud infrastructure, enterprise software and internet platforms have different revenue models and capital requirements.
What to check in company filings
Compare revenue growth and margins, then check company disclosures for recurring revenue, retention, remaining performance obligations and capital expenditure.
Important differences and risks
Bookings and contracted backlog are not recognised revenue. Stock-based compensation and infrastructure costs can make similar growth rates economically different.
Cloud & software constituents
Ordered by reference market capitalisation, not expected returns. Prices are the latest available closes; dates are shown for each symbol.
Cached prices refresh after 15 minutes; company details after 24 hours and financials after 12 hours. These are completed-session closes, not live quotes.
Some market snapshots are awaiting refresh or the provider is unavailable. Figures may be out of date; check the dates before using them.
| Symbol | Latest close | Change | Market cap | 52-week range |
|---|---|---|---|---|
| GOOGL Alphabet Search, YouTube, Google Cloud and the Gemini model family. | $349.22 Retrieved | +0.45% | $4.25 trillion | $244.15 – $408.61 |
| MSFT Microsoft Cloud, Copilot and enterprise software. | $539.44 Retrieved | +1.08% | $3.96 trillion | $349.20 – $553.72 |
| AMZN Amazon E-commerce, AWS and logistics — the everything store. | $254.76 Retrieved | +0.27% | $2.74 trillion | $196.00 – $287.20 |
| PLTR Palantir Government and enterprise data platforms. | $200.50 Retrieved | -0.23% | $482.94 billion | $106.37 – $212.94 |
| CSCO Cisco Networking hardware retooling for AI data-centre traffic. | $109.85 Retrieved | -3.34% | $448.04 billion | $68.57 – $130.37 |
| ORCL Oracle Databases and the cloud capacity deals reshaping its growth story. | $134.47 Retrieved | +3.00% | $395.76 billion | $114.50 – $322.54 |
| BABA Alibaba China e-commerce, cloud and its AI model push. | $111.13 Retrieved | -0.04% | $276.56 billion | $91.99 – $182.50 |
| SHOP Shopify Commerce infrastructure and merchant payments. | $178.14 Retrieved | +3.27% | $221.95 billion | $94.00 – $182.19 |
| IBM IBM Hybrid cloud, consulting and quantum research. | $234.12 Retrieved | +2.74% | $214.69 billion | $199.19 – $332.46 |
| CRM Salesforce CRM software and the Agentforce push. | $246.74 Retrieved | +4.57% | $194.19 billion | $146.32 – $269.11 |
| NOW ServiceNow Workflow automation across enterprise IT. | $148.57 Retrieved | +6.14% | $144.72 billion | $81.24 – $192.97 |
| SNOW Snowflake Cloud data warehousing and analytics. | $335.07 Retrieved | 0.00% | $118.22 billion | $118.30 – $384.56 |
| NET Cloudflare Edge network, security and developer platform. | $316.32 Retrieved | -2.47% | $115.49 billion | $158.83 – $370.35 |
| SPOT Spotify Streaming audio economics and subscriber growth. | $533.37 Retrieved | +1.80% | $107.72 billion | $405.00 – $696.95 |
| ABNB Airbnb Short-stay marketplace and take-rate economics. | $174.28 Retrieved | +4.32% | $98.5 billion | $110.81 – $193.45 |
| DDOG Datadog Observability for cloud infrastructure. | $266.25 Retrieved | -1.14% | $96.71 billion | $98.01 – $300.68 |
| ADBE Adobe Creative software and generative imaging. | $251.67 Retrieved | +4.57% | $93.67 billion | $190.12 – $363.70 |
| APP AppLovin Mobile advertising and its machine-learning bidding engine. | $279.29 Retrieved | +6.52% | $87.74 billion | $260.59 – $738.01 |
| HPE Hewlett Packard Enterprise AI servers, networking and the hybrid-cloud portfolio. | $58.63 Retrieved | -7.10% | $83.78 billion | $19.84 – $73.56 |
| NBIS Nebius Group European AI cloud infrastructure spun out of Yandex. | $188.41 Retrieved | +1.29% | $50.57 billion | $73.52 – $299.86 |
| RBLX Roblox User-generated gaming platform and its bookings cycle. | $51.13 Retrieved | +7.55% | $33.96 billion | $33.88 – $141.95 |
| MDB MongoDB Document database used across modern application stacks. | $366.49 Retrieved | +2.86% | $28.7 billion | $215.68 – $473.10 |
| U Unity Game engine and real-time 3D tooling. | $43.34 Retrieved | +4.69% | $18.22 billion | $16.78 – $52.15 |
| PATH UiPath Robotic process automation moving toward agentic workflows. | $13.71 Retrieved | +4.98% | $6.81 billion | $9.20 – $19.84 |
| TTD The Trade Desk Independent demand-side platform for programmatic advertising. | $13.13 Retrieved | +7.80% | $5.76 billion | $11.62 – $55.11 |
| AI C3.ai Enterprise AI applications sold to industry and government. | $12.16 Retrieved | +4.20% | $1.88 billion | $7.68 – $19.80 |
Cloud & software growth, profitability and valuation comparison
| Company / reporting period | Revenue growth (YoY) | Revenue (TTM) | Net margin (TTM) | P/E (TTM) | P/S (TTM) |
|---|---|---|---|---|---|
| Alphabet (GOOGL) | — | — | — | — | — |
| Microsoft (MSFT) | — | — | — | — | — |
| Amazon (AMZN) | — | — | — | — | — |
| Palantir (PLTR) | — | — | — | — | — |
| Cisco (CSCO) | — | — | — | — | — |
| Oracle (ORCL) | — | — | — | — | — |
| Alibaba (BABA) | — | — | — | — | — |
| Shopify (SHOP) | — | — | — | — | — |
| IBM (IBM) | — | — | — | — | — |
| Salesforce (CRM) | — | — | — | — | — |
| ServiceNow (NOW) | — | — | — | — | — |
| Snowflake (SNOW) | — | — | — | — | — |
| Cloudflare (NET) | — | — | — | — | — |
| Spotify (SPOT) | — | — | — | — | — |
| Airbnb (ABNB) | — | — | — | — | — |
| Datadog (DDOG) | — | — | — | — | — |
| Adobe (ADBE) | — | — | — | — | — |
| AppLovin (APP) | — | — | — | — | — |
| Hewlett Packard Enterprise (HPE) | — | — | — | — | — |
| Nebius Group (NBIS) | — | — | — | — | — |
| Roblox (RBLX) | — | — | — | — | — |
| MongoDB (MDB) | — | — | — | — | — |
| Unity (U) | — | — | — | — | — |
| UiPath (PATH) | — | — | — | — | — |
| The Trade Desk (TTD) | — | — | — | — | — |
| C3.ai (AI) | — | — | — | — | — |
About the data and comparisons
Stock prices reflect the latest available market close. Market capitalisation and financial results may have different reporting dates; refer to the dates shown when comparing companies.
- Revenue growth compares the latest fiscal quarter with the same fiscal quarter a year earlier. Missing or ambiguous comparison periods are not estimated.
- TTM means trailing twelve months. Comparisons require four reported quarters with consistent USD units; unknown or other currencies are not converted or mixed. Net margin is TTM net income divided by TTM revenue.
- P/E uses the displayed close divided by TTM diluted EPS and is omitted for non-positive earnings. P/S uses reference market capitalisation divided by positive TTM revenue; it is not enterprise value to sales.
- Financial figures cover the whole company unless a business segment is specified. Inclusion in an AI theme does not indicate the share of revenue generated by AI.
- Fiscal calendars and reporting dates differ. Check each row's period end and filing date before comparing. Missing values are shown as —, not zero; funds do not receive operating-company ratios.
Theme membership is editorial, not an investment recommendation or a complete market universe. Compare similar business models and verify financial statements through the company website linked on each stock page.
Latest Cloud & software coverage
- Google rolls out Universal Cart across Search and Gemini in the U.S. GOOGL
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- PLTR Price Prediction: Sharp 5.6% Drop Tests Key Averages as Analysts Push Targets to $265 PLTR
- BABA Price Prediction: JPMorgan Trims Target to $200 as Tokenized Shares Slide 3% and Open Interest Spikes BABA
- AMZN Price Prediction: Binance Contract Drops 3.83% Below All Key Moving Averages as Analysts Trim Targets AMZN
- MSFT Price Prediction: Analysts Push $600 While the Futures Contract Stalls Below Its Pivot MSFT
- Tether releases on-device speech model for smart glasses and robots AI
- PLTR Price Prediction: Goldman and Barclays Upgrades Hit as RSI Reaches 75 and MACD Momentum Stalls Near $209 PLTR
- BABA Price Prediction: Bounce Runs Into Bollinger Ceiling as Taker Flow Turns Aggressively Short BABA
- AMZN Price Prediction: Dual Target Cuts Before Earnings Leave Binance Contract Grinding at Resistance AMZN
- MSFT Price Prediction: Momentum Stalls at Bollinger Ceiling as Short Positioning and a Flat MACD Create a Technical Inflection MSFT
- EU enterprises weigh agentic AI as adoption broadens AI
Other sectors
Coverage is for information only and is not investment advice. Stock prices can move quickly and past performance does not guarantee future results. Quotes are delayed at least 15 minutes.